RBN’s Daily Energy Blog and Insights sharpen your energy IQ through fundamentals-based analysis that makes sense of North America’s energy market dynamics.
Permian Power Plays: Diamondback Joins the Big Leagues, Closing its Merger with Endeavor


Bad Moon Rising - Weak Pricing Bleeds Gas Producers, Dims Results for Others in Overall Profitable Q2
One of the most compelling Greek myths is the story of Sisyphus, a man condemned by the gods to eternally push a giant boulder to the top of a mountain, only to have it crash back down to the valley just short of his goal.


Islands In The Stream - New Deals Expand ONEOK's Footprint, Connectivity and Permian Breadth
Through a pair of newly announced, multibillion-dollar acquisitions, ONEOK is following up on its game-changing purchase of Magellan Midstream Partners by gaining additional scale, significantly increasing its role in NGLs and adding a huge crude oil gathering system in the Permian.


Shake It Off - Amid M&A Frenzy, Some E&Ps Pause to Sell Non-Core Assets As Others Seek 'Bolt-Ons'
There’s been a frenzy of M&A activity in the Permian Basin the past couple of years, and in recent months many of the acquiring E&Ps have reviewed their expanded base of assets, determined which acreage, wells and future well sites are core to their business going forward, and initiated t
July CPI Data Supports A Rate Cut by the Fed in September


Big City Stripper - Diversified Energy Co. Plots Growth Through Culling, Harvesting Mature Gas Wells
The term “exploration and production company” has been widely used for only four or five decades, but the activities it represents have a history that dates back to the first oil well drilled by Edwin Drake in Titusville, PA, in 1859.


Just One Look - After a Good Bit of Tire-Kicking, Devon Energy Finally Finds ‘The One’
There’s been a frenetic scramble among oil and gas producers through the early 2020s to acquire top-tier acreage and production assets they think they will need to survive and thrive.

NGL Voyager offers subscribers a comprehensive market analysis of natural gas liquids exports which are driven by fundamentals, and combined with the latest industry buzz. The report examines U.S. export trends for propane, butane and ethane, and includes port of origin, destination and volume.


I Want Your Wax - Uinta's Prolific Waxy Crude Drives SM Energy/Northern O&G Purchase of XCL
The Uinta Basin is no Permian when it comes to drilling activity and production volumes, but the folks behind what may be the biggest M&A deal in Uinta history say the oil-production economics in parts of the quirky-as-heck play in northeastern Utah compare very favorably with the best of the


Homegrown - EOG's Focus on Organic Growth Stands Out Amid E&P Consolidation Wave
While many larger E&Ps have been growing bigger through massive, headline-grabbing acquisitions, EOG Resources — by market cap, the second-largest non-integrated U.S.